Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Eklavya Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−0.98%
6 Months
2.30%
4.93%
1 Year
9.30%
−0.37%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
4.91%
Fund Age
10 yrs 1 mo
2 yrs 1 mo
AUM
₹2,128.58 Cr
₹8 Cr
Alpha – 1 Year
4.60%
−0.02%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
12.93%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
0.72
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.38
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
6.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−14.69%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
Top 5 Holdings
—
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 2% / 0%